It would be great to be able to add team roles as a dynamic variable within teammate groups, so they can be referenced in account custom fields for rule-based automations. A use case would be if you had clients that were assigned to a specific tea...
Sorting through emails and adding tags takes multiple clicks, should be able to assign a tag with 1 button. Furthermore, we should be able to edit hotkeys to our preference vs the few standard preset options.
Delete option for extra addresses on Contact panel should be in a different location
Currently the primary email for a contact has copy For each additional after it, hovering shows delete where copy is for the primary We should reorient the options in the contact details to each entry is mirrored across all for the layout
Support the ability to move a Message or Messages to a new conversation via the API. Suggested implementation to could be: // This example moves messages msg_10 and msg_11 out of conversation cnv_3 to their own new conversation. PATCH /conversatio...
I would love to know if/when NLP and LLMs will be available for dynamic object extraction. Currently the feature is pretty limited by the user providing an exact match, which isn’t great for a white glove customer experience.
It would be useful to have a native ShareFile plug-in to make it easy to securely share and request files with clients directly from Front without having to navigate away to another application window. As a financial services and benefit administr...
Ability to initiate an email message from within an ongoing Discussion. Ideally a colleague can start a discussion, and after we figure things out we can send an email to whatever was the subject, and keep the history of what was discussed.